See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,091 | $135,635-73.4% | $110,238-67.3% | $135,375-73.3% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -6.21% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,748 | $5,506-68.3% | $4,672-62.6% | $5,609-68.8% |
| Admin fee / account holder | $316 | $11,457-97.2% | $8,547-96.3% | $10,827-97.1% |